雷曼光電(300162.SZ):在COB產品技術以及業務方面有全方位的佈局
格隆匯7月3日丨雷曼光電(300162.SZ)近日在接待機構投資者調研時表示,公司在COB產品技術以及業務方面有全方位的佈局,技術產品方面,公司及下屬子公司已申請國內外專利近800項,其中COB相關專利百餘項。公司擁有正裝COB、倒裝COB、像素引擎COB以及PM驅動玻璃基Micro LED等系列超高清顯示產品,契合國家節能減排政策,並可在專用、商用、家用等領域廣泛應用。產能方面,公司已完成定增募資,後續募集資金將用於COB超高清顯示改擴建項目。業務方面,2023年在中國大陸地區LED小間距COB市場,以品牌維度統計,公司銷售額及銷售量均位居行業第一。公司在COB細分領域的市場佔有率已連續3年蟬聯第一。總體看,公司在Micro LED顯示領域具備極強的綜合競爭優勢。
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